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Adding “Above the Line” Conversations to Your AdvisingAdding “Above the Line” Conversations to Your Advising

While we’re trained to focus on tax planning, succession and fiscal longevity, many clients are significantly, if not more, interested in their philanthropic legacy

Sharna Goldseker, Managing Director

November 30, 2012

2 Min Read
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A 2012 U.S. Trust study, Insights on Wealth and Worth, showed that only 49 percent of families view “leaving a financial inheritance as personally important,” while most families and generations, specifically 73 percent of baby boomers, believe they have a “responsibility to be philanthropic.”  While we’re trained to focus on tax planning, succession and fiscal longevity, many clients are significantly, if not more, interested in their philanthropic legacy.

 

This indicates a potential gap between the services that clients need and what we, as advisors, are offering them.  At 21/64, we’ve found that as advisors go down the generations and further away from the wealth creators, family members are less focused on leaving a financial inherita...

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About the Author

Sharna Goldseker

Managing Director

www.2164.net

Sharna Goldseker has sixteen years of experience in the non-profit sector including thirteen in the philanthropic field as a grantmaker and as a consultant to families, foundations and advisors on next generation and multigenerational engagement in philanthropy and family enterprise.

 

Sharna is Managing Director of 21/64, a non-profit consulting division of the Andrea and Charles Bronfman Philanthropies specializing in next generation and multi-generational strategic consulting for families. In that capacity, Sharna facilitates Grand Street, a network of a hundred 18-35 year olds who are or will be involved in their family's philanthropy; speaks and consults on generational transitions using 21/64'suniquely developed tools; and, trains other advisors on 21/64's approach to multigenerational engagement.

Sharna earned a Bachelor of Arts from the University of Pennsylvania with majors in Urban Studies and Religious Studies. She has a Masters in Public Administration in Non-Profit Management from New York University's Robert F. Wagner Graduate School of Public Service where she was the inaugural Charles H. Tenney Fellow. She also has training in organizational development, group dynamics and family systems.

Sharna currently serves on the Board of Directors of the Council on Foundations and the Goldseker Foundation and is a member of the Collaboration for Family Flourishing.

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